首席观市系列报告：今日三大指数上涨，电子板块涨幅居前

Market Performance - The three major indices rose today, with the Shanghai Composite Index increasing by 0.62%, the CSI 300 Index by 0.51%, the Shenzhen Component Index by 0.44%, the ChiNext Index by 0.04%, and the SSE 50 Index by 0.72%[9] - The electronic sector led the gains with an increase of 2.27%, followed by the computer sector at 1.70% and the communication sector at 1.29%[2] Policy Changes - On December 17, 2024, China Securities announced a reduction in the dividend distribution fee for A-shares in the Shanghai and Shenzhen markets, effective January 1, 2025, halving the fee to 0.5‰ of the total cash distributed, with exemptions for amounts exceeding 1.5 million yuan[1] - The new policy is expected to enhance the attractiveness of A-shares for long-term capital by increasing dividend payouts, as companies are incentivized to distribute dividends more actively[10][8] Economic Outlook - The Central Economic Work Conference in December 2024 emphasized the "AI+" initiative to foster future industries, predicting significant advancements in AI applications across various sectors, including content creation and education[3] - The number of listed companies distributing dividends, as well as the total amount and frequency, has increased compared to previous years, indicating a positive trend in corporate dividend policies[8]